Harding Loevner is seeking an Intern to work with the Wealth Management Group of its Business Development team. Through independent projects, engagement with team members, and cross-department interaction, the Intern will learn about the various business channels through which Harding Loevner’s products are offered and the types of investment vehicles clients use to access our strategies (mutual funds, separate accounts, SMAs, UMAs, and UCITS). The Intern will experience how senior professionals communicate investment decisions and market outlook to sophisticated clients and prospects. In addition, the Intern will have the opportunity to observe investment discussions and debate between Harding Loevner analysts and portfolio managers as part of our fundamental research process.
The Wealth Management Group is responsible for identifying new business opportunities and deepening existing relationships with financial institutions across the US and Canada, including registered investment advisors, family offices, institutional consultants, broker-dealers, and private banks. The Intern will gain a breadth of industry knowledge as this group regularly works with nearly all other teams at the firm, notably Investment Communications, Marketing, Client Management, Product Management, and Research.
Responsibilities and learning opportunities will include:
• Develop fundamental knowledge of Harding Loevner’s investment philosophy and process
• Gain experience with client engagement and prospecting through meetings with team members and senior investment professionals
• Build an understanding of the investment business landscape by monitoring team communications and industry publications
• Contribute to the team’s ongoing commitment to data integrity within key systems for client relationship management and sales reporting
• Special projects as assigned
Requirements:
• A third- or fourth-year student preferred
• Intellectual curiosity, with a specific interest in the investment industry and global equity markets
• Ability to work independently while supporting group initiatives
• Keen quantitative skills
• Ability to express oneself clearly, both verbally and in writing
• Ability to multi-task with attention to detail
• Proficiency in the Microsoft Office Suite, specifically Excel & Word
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